Converting an Attachment

When you attach an external file, PolicyTech™ only uploads a copy of that file into the PolicyTech database. You cannot be sure that a user has read an attachment, because attachments are not tracked. If you want to control and track an external file, you will first need to convert it into a PolicyTech document.

Note: You can also convert an external file into a PolicyTech document while inserting a link to that file into the document (see Inserting a Link).

In an open document, do one of the following:

Click the attachments (paper clip) icon.

Click Links & Attachments, and then click Attachments.

In the Attachments window, in the Actions column, click Convert for the external file you want to convert.

In the Confirm window, click Convert Now.

A new document opens with step 1. Settings of the Properties Wizard displayed and the attachment's file name as the title. Change the title, if desired, select a template, and then click Save.

Note: Unless the external file is a Word, Excel, or HTML document, select an Upload File template.

When you click Save, the external file is automatically uploaded into the new document. Finish creating the document (see Creating and Working with Draft Documents), and then save and close it.
Back in the Attachments window of the original document, click OK. The Convert option for the converted document is no longer available.
Click OK to close the Attachments window.